Advanced Energy Industries, Inc. $AEIS Shares Acquired by First Trust Advisors LP

First Trust Advisors LP boosted its holdings in Advanced Energy Industries, Inc. (NASDAQ:AEIS) by 9.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 294,775 shares of the electronics maker’s stock after purchasing an additional 24,422 shares during the quarter. First Trust Advisors LP’s holdings in Advanced Energy Industries were worth $39,058,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Advanced Energy Industries during the first quarter worth $31,000. Bessemer Group Inc. grew its position in shares of Advanced Energy Industries by 98.3% during the 2nd quarter. Bessemer Group Inc. now owns 234 shares of the electronics maker’s stock valued at $31,000 after buying an additional 116 shares during the last quarter. UMB Bank n.a. raised its stake in Advanced Energy Industries by 42.9% during the second quarter. UMB Bank n.a. now owns 313 shares of the electronics maker’s stock worth $41,000 after acquiring an additional 94 shares during the period. EverSource Wealth Advisors LLC lifted its holdings in Advanced Energy Industries by 67.7% in the second quarter. EverSource Wealth Advisors LLC now owns 312 shares of the electronics maker’s stock worth $41,000 after acquiring an additional 126 shares during the last quarter. Finally, Russell Investments Group Ltd. lifted its holdings in Advanced Energy Industries by 26.0% in the first quarter. Russell Investments Group Ltd. now owns 446 shares of the electronics maker’s stock worth $43,000 after acquiring an additional 92 shares during the last quarter. Institutional investors own 99.67% of the company’s stock.

Analyst Upgrades and Downgrades

AEIS has been the topic of a number of research reports. Wall Street Zen cut Advanced Energy Industries from a “strong-buy” rating to a “buy” rating in a research report on Monday, November 24th. KeyCorp increased their target price on Advanced Energy Industries from $195.00 to $240.00 and gave the stock an “overweight” rating in a research report on Wednesday, November 5th. Benchmark boosted their price target on shares of Advanced Energy Industries from $150.00 to $225.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. TD Cowen upped their price target on shares of Advanced Energy Industries from $140.00 to $210.00 and gave the stock a “hold” rating in a research report on Wednesday, November 5th. Finally, Zacks Research upgraded shares of Advanced Energy Industries from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, September 10th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, Advanced Energy Industries has an average rating of “Moderate Buy” and a consensus target price of $212.00.

Advanced Energy Industries Stock Performance

Shares of NASDAQ AEIS opened at $221.27 on Wednesday. Advanced Energy Industries, Inc. has a 1 year low of $75.01 and a 1 year high of $232.05. The firm has a market cap of $8.35 billion, a P/E ratio of 58.08, a PEG ratio of 1.33 and a beta of 1.38. The stock has a fifty day moving average price of $200.04 and a two-hundred day moving average price of $163.10. The company has a debt-to-equity ratio of 0.43, a quick ratio of 3.01 and a current ratio of 4.10.

Advanced Energy Industries (NASDAQ:AEIS) last announced its quarterly earnings data on Tuesday, November 4th. The electronics maker reported $1.74 earnings per share for the quarter, beating the consensus estimate of $1.47 by $0.27. Advanced Energy Industries had a return on equity of 14.27% and a net margin of 8.41%.The business had revenue of $463.30 million during the quarter, compared to analyst estimates of $441.54 million. During the same quarter in the prior year, the firm posted $0.98 earnings per share. The company’s revenue was up 23.8% on a year-over-year basis. Advanced Energy Industries has set its Q4 2025 guidance at 1.500-2.000 EPS. Research analysts forecast that Advanced Energy Industries, Inc. will post 3.66 EPS for the current fiscal year.

Advanced Energy Industries Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, December 5th. Stockholders of record on Monday, November 24th were paid a $0.10 dividend. The ex-dividend date of this dividend was Monday, November 24th. This represents a $0.40 annualized dividend and a dividend yield of 0.2%. Advanced Energy Industries’s payout ratio is currently 10.50%.

Insider Activity at Advanced Energy Industries

In other Advanced Energy Industries news, EVP Paul R. Oldham sold 8,174 shares of Advanced Energy Industries stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $203.11, for a total value of $1,660,221.14. Following the transaction, the executive vice president owned 24,792 shares in the company, valued at approximately $5,035,503.12. The trade was a 24.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Tina Donikowski sold 2,257 shares of the company’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $210.33, for a total value of $474,714.81. Following the completion of the transaction, the director directly owned 8,248 shares in the company, valued at $1,734,801.84. This represents a 21.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.20% of the company’s stock.

Advanced Energy Industries Company Profile

Advanced Energy Industries, Inc provides precision power conversion, measurement, and control solutions in the United States and internationally. The company's plasma power products offer solutions to enable innovation for semiconductor and thin film plasma processes, such as dry etch and deposition.